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1,029 hedge funds and large institutions have $38.1B invested in Humana in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 358 increasing their positions, 421 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.76B

1.17% less ownership

Funds ownership: 92.27%91.1% (-1.2%)

11% less funds holding

Funds holding: 1,1521,029 (-123)

15% less repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 421

27% less capital invested

Capital invested by funds: $52B → $38.1B (-$13.9B)

46% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 225

47% less funds holding in top 10

Funds holding in top 10: 3418 (-16)

Holders
1,029
Holders Change
-123
Holders Change %
-10.68%
% of All Funds
14.82%
Holding in Top 10
18
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-47.06%
% of All Funds
0.26%
New
121
Increased
358
Reduced
421
Closed
225
Calls
$1.59B
Puts
$1.76B
Net Calls
-$169M
Net Calls Change
-$74.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
451
Envestnet Portfolio Solutions
Illinois
$1.66M +$1.05M +2,780 +138%
PSC
452
Portman Square Capital
United Kingdom
$1.65M +$1.4M +3,707 +348%
MML Investors Services
453
MML Investors Services
Massachusetts
$1.65M -$1.31M -3,462 -42%
SAM
454
Sectoral Asset Management
Quebec, Canada
$1.65M -$1.32M -3,474 -42%
GCP
455
GSA Capital Partners
United Kingdom
$1.62M -$126K -333 -7%
KWA
456
Kingswood Wealth Advisors
California
$1.62M -$1.26M -3,336 -42%
MLM
457
Mount Lucas Management
Pennsylvania
$1.61M -$158K -418 -8%
GL
458
Governors Lane
New York
$1.59M
Assenagon Asset Management
459
Assenagon Asset Management
Luxembourg
$1.58M +$119K +314 +7%
EF
460
Empirical Finance
Pennsylvania
$1.58M +$56.1K +148 +3%
AC
461
AXQ Capital
New Jersey
$1.57M -$303K -800 -15%
PAS
462
Point72 Asia (Singapore)
Singapore
$1.56M +$1.7M +4,489 New
O
463
Ossiam
France
$1.53M +$204K +538 +14%
UM
464
UniSuper Management
Australia
$1.52M +$1.27M +3,360 +324%
BBA
465
Baader Bank Aktiengesellschaft
Germany
$1.52M -$454K -1,198 -21%
WBC
466
Westpac Banking Corp
Australia
$1.5M +$269K +709 +20%
BCI
467
Brinker Capital Investments
Pennsylvania
$1.49M +$240K +634 +17%
OPS
468
Orion Portfolio Solutions
Nebraska
$1.49M +$240K +634 +17%
NB
469
Norinchukin Bank
Japan
$1.49M -$34.1K -90 -2%
Acadian Asset Management
470
Acadian Asset Management
Massachusetts
$1.48M -$46.4M -122,513 -97%
SPIA
471
Steward Partners Investment Advisory
New York
$1.48M -$97.8K -258 -6%
TAM
472
Tealwood Asset Management
Minnesota
$1.47M +$450K +1,188 +39%
CM
473
Caption Management
Oklahoma
$1.46M -$682K -1,800 -30%
LSA
474
Leonteq Securities AG
Switzerland
$1.45M +$1.42M +3,751 +864%
CCM
475
Cinctive Capital Management
New York
$1.44M +$1.58M +4,158 New

HUM Hedge Fund Activity: Q1 2024 in Review

1,029 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q1 2024, worth a combined $38.1B — down 27% from $52B a quarter earlier.

Sellers outnumbered buyers: 225 funds closed out of HUM and 121 opened new positions — a net loss of 104 holders — while 421 trimmed existing stakes and 358 added.

The largest buyer was Davis Selected Advisers, adding an estimated $738M. The largest seller was Morgan Stanley, cutting an estimated $1.02B.

  • 1,029 institutional investors held Humana (HUM) as of Q1 2024, down from 1,152 in Q4 2023.
  • Funds reported $38.1B of Humana stock for Q1 2024, down 27% quarter-over-quarter.
  • 121 funds opened new Humana positions in Q1 2024 and 225 closed out, a net change of -104 holders.
  • The largest Humana buyer in Q1 2024 was Davis Selected Advisers, an estimated $738M added.
  • The largest Humana seller in Q1 2024 was Morgan Stanley, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2024.